Joshua Cohen
Questioner · DISC type cJoshua Cohen is a Partner and Wealth Management Advisor at Legacy Financial Group, a firm associated with Northwestern Mutual. A University of Miami graduate with a CLU certification, he specializes in helping clients build deep, lifelong relationships to create financial security and a lasting legacy for future generations.
Outside of his professional role, Joshua is deeply connected to his alma mater. He is an active supporter of the University of Miami, where he serves as a board member for both the Alumni Association and the Planned Giving Advisory Board, demonstrating a strong commitment to the universitys community and future.
He is a recipient of the NAIFA Quality Award for Life Insurance and Annuities.
Read the full overview →How Joshua shows up
It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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